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Private Banker International Roundtable: Geneva

Venue Rhone Room, Mandarin Oriental Hotel, Quai Turrettini 1, 1201 Geneva, Switzerland

Date 28 October 2015

‘Tryst with Transparency: How private banks in Switzerland and Singapore are ensuring best-of-breed service in a demanding regulatory ecosystem’


14:30 – 19:00 Thursday 28 October 2015

Rhone Room, Mandarin Oriental Hotel, Geneva

The private banking and wealth management industry across the globe has gone through an unprecedented transformation over the past few years, particularly in the aftermath of the global financial crisis. Two of the most important global wealth hubs – Switzerland and Singapore – are both coming to terms with the new realities that the regulatory landscape has created for their financial markets.

Both in Switzerland and Singapore, there are distinct differences but also similarities in terms of how private banks are dealing with increased regulatory demands and a need for more transparency.

Private Banks in both jurisdictions are overcoming obstacles around compliance, risk management, and customer service by strategising differently, leveraging sophisticated technology developments and addressing the legacy issues that have been acting as roadblocks for decades. The need to increase efficiency and redefine best practice is more pertinent than ever before.

Why to attend?

This thought leadership session and panel discussion will be invaluable for strategic decision makers in the private banking and wealth management space, particularly CEOs, heads of strategy and operations, heads IT operations and heads of compliance, who would benefit from hearing about the key findings of the whitepaper first hand.

The research findings will enable a wholesome view of the challenges and advantages facing the Private banking industries in Switzerland and Singapore, in the current regulatory environment

To reserve your place at this exclusive invitation only event, please contact:

Zahra Shubber
T: +44 (0) 20 3096 2583

Rhone Room, Mandarin Oriental Hotel, Quai Turrettini 1, 1201 Geneva, Switzerland

With a peaceful setting blending breathtaking mountain backdrops with stunning lakeside vistas, Mandarin Oriental, Geneva is a five star hotel will classic Swiss charm. Combining luxury style and unbeaten service. The perfect city retreat

Gold Partner


14.30 Registration and Welcome coffee
15.00 Start of meeting

Presentation of key findings from the thought leadership whitepaper – based on 20 in-depth interviews of top-ranking executives across global and local private banks and analysts in Switzerland and Singapore. The findings are based on exclusive, bespoke and comprehensive research.

  • Coping with the multitude of regulatory demands – are private banks on the right track?
  • A balancing act – ensuring client centricity while meeting reporting obligations
  • New game-plans for a new reality – enhancing KYC and AML processes
  • Importance of efficient data management in an era of transparency – what are the right tools and strategies?
  • Collaborate to compete – the value of innovative thinking and smart partnerships

16.00 Coffee break
17.00 Panel Discussion and Q&A
18.00 Canapés and drinks reception

Thank you for attending the conference.

To download the presentations, please enter the password: